Bravo Johnson
@bravojohnson
The race is essentially about who can position themselves as the “drone” in the CUDA/OpenAI F-35 metaphor.
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Bravo Johnson
@bravojohnson
TPUs and AWS Trainium/Inferentia are more analogous to the F-35 RISC-V-based AI accelerators, open models like LLaMA or Falcon, and edge AI hardware like Coral Edge TPUs or Jetson Nano are more like the drones
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